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Sunday November 8, 2009 4:34 AM ET
SmartMoney
Net Asset Value: 
18.92
1-Day Return: 
-0.20 (-1.05%)
YTD Return
as of 11/6/09: 
Up 21.11%
CGMRX 
(CGM Tr:Realty Fund)
Classification: Real Estate     Objective: Real Estate
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 11/06/2009)
 YTD1Yr3Yr5Yr10Yr
Fund 21.11 21.11 -2.92 11.13 18.01
Classification 14.77 15.68 -15.53 -1.46 8.45
Index (S&P 500) 20.90 21.30 -6.10 0.30 -0.70
% Rank in Class (1-best,100=worst)1314212
Fund Stats
Investment Objective:Real Estate
Net Assets ($Mil)1,121.00
Inception Date:5/13/94
Manager Name, TenureG. Kenneth Heebner, 1994
Expense Ratio: 0.86%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%
Top 10 Holdings (As of 6/30/09)
Company NameSymbol% Net Assets
Annaly Capital NLY 12.99
Macerich Co MAC 8.90
Federal Realty Investment Trust FRT 8.24
Digital Realty Trust Inc DLR 7.61
Taubman Centers TCO 6.93
Simon Property Group Inc SPG 6.49
Developers Diversified Realty Corp DDR 6.11
Chimera Investment Corp CIM 5.35
Host Hotels & Resorts Inc HST 5.10
Alexandria Real Estate Equities Inc ARE 4.91
% of Total Holdings 72.63
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